Programmatic Purchase - SMB Sales Boost API

Purchase a subscription entirely via API - no web signup or onboarding required. This is ideal for AI agents and automated workflows that need programmatic access to SMB Sales Boost.

How It Works

(1) Call POST /api/v1/purchase with your email and desired plan, (2) complete checkout at the returned Stripe Checkout URL, (3) receive your API key by email at that address. The API never returns the key itself.

If that email already has an SMB Sales Boost account, the purchase must first be confirmed from the email sent to that address; the API key is emailed after that.

14-Day Free Trial

Starter, Growth and Scale start with a 14-day free trial by default. A payment method is required, nothing is charged until the trial ends, and the trial includes 50% of the plan's monthly credits; the plan price is then charged automatically unless the subscription is cancelled first (cancelling during the trial ends it immediately, together with its access and credits). Send "trial": false to skip the trial and pay at checkout. Platinum and Enterprise never trial. One trial per person.

Step 1: Initiate Purchase

POST /api/v1/purchase: Create a new subscription purchase session. Returns { data: { checkoutUrl, expiresAt, plan, trial, message } }. The API key is not returned: it is emailed to the purchase address once checkout is complete. No authentication required. Rate limited to 5 requests per hour per IP.

Parameters: email (required, string), plan (required, string - "starter", "growth", "scale", "platinum", or "enterprise"), trial (optional, boolean, default true - only false skips the free trial and charges the plan price at checkout).

The trial object in the response reports eligible, days, credits, endsAt, note and, when there is no trial, a reason: not_requested, plan_not_eligible, trial_already_used, previously_subscribed (you have held a subscription before, so the plan is charged at checkout, no free trial) or currently_subscribed.

Errors: 400 invalid_email or invalid_plan, 403 forbidden or disposable_email, 409 already_subscribed (also while that email is on a free trial; use change-plan instead), 410 plan_retired, 503 when payment processing is unavailable.

Step 2: Complete Checkout

Open the checkoutUrl in a browser to complete checkout on Stripe's hosted page. The session expires after 24 hours. After checkout, the system automatically provisions your account and generates an API key.

Step 3: Receive Your API Key by Email

Your API key (prefixed smbk_) is emailed to the purchase address once checkout is complete. Store it securely. If that address already has an SMB Sales Boost account, confirm the purchase from the email sent to that address first; the key follows.

POST /api/v1/claim-key is kept for backward compatibility only. It needs a claim token, which current purchases no longer issue, so wait for the emailed API key instead.

Account Setup (Highly Recommended)

Programmatic purchases skip the onboarding wizard. To get the most out of SMB Sales Boost, configure your account via the API before searching or exporting leads:

PATCH /api/v1/me - Set your company name and website
POST /api/v1/ai/suggest-categories - Get AI-powered category suggestions
POST /api/v1/ai/generate-keywords - Generate targeting keywords: send up to 3 of the suggested categories in categories, plus the companyDescription and productService you sent in step 2

API Documentation Sections

Setting up a CRM, an automation tool or a webhook? See Tools & Integrations: providers, events, webhook payloads and signatures, Exported leads (batched) and the Zoho Flow scripts.

View Full API Documentation

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